Richard Dickinson

Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, holding Series 65 and Series 66 licenses with 12 years of industry experience. He previously worked at WhaleRock Point Partners, LLC from 2014 to 2016 before founding his current firm in 2016. In addition to his advisory role, he holds an active real estate salesperson license and dedicates a portion of his workweek to real estate activities. Efficient Capital Strategies provides comprehensive, goals-based financial planning and discretionary portfolio management primarily for high net worth individuals, charitable organizations, and business entities. The firm employs a value-based investment philosophy using fundamental and technical analysis, incorporating equities, fixed income, mutual funds, ETFs, and publicly traded REITs, with tactical use of nontraditional ETFs and hedging strategies.

Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.

John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.

Mark Majka is a CFA® charterholder with 14 years of industry experience, currently serving as the sole advisor at MJM Investment Advisors, Inc. He has worked at Kastel Capital Advisors, LLC since 2019 and has been with MJM Investment Advisors since 2011. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across multiple equity and balanced strategies, with client communications including quarterly performance reports and an Investment Outlook.

Shaun Jones is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Jones Fiduciary Wealth Management LLC, an independent firm based in Pawtucket, RI. Prior to founding his firm, he spent two decades at Diamond State Financial Group Inc, Minnesota Life, and Securian Financial Services. Mr. Jones is also a published author of "UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry." Jones Fiduciary Wealth Management serves individuals, families, businesses, and charitable organizations, providing financial planning, discretionary investment management, and consulting services. The firm employs a multi-method investment approach tailored to clients’ risk profiles and time horizons and is notable for sponsoring private pooled real-estate investment partnerships.